Financial Adviser
· GYMPIE, QLD
Paul Owen Dobbrick
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290486
Paul Owen Dobbrick is a financial adviser based in Gympie, Queensland, with 26 years of experience in the financial services industry. Paul is currently authorised under Fortnum Private Wealth Ltd. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Financial Planning
Deakin University
2009
ALPA
Kaplan
2013
Cavendish & ICFS specialist SMSF course
University of Adelaide
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited